My Client Onboarding Process (Walkthrough + Templates)

In this video, I walkthrough my 3-step client onboarding process and the Notion templates I have built to reduce this down to 20-minutes. If you are just getting started or looking for ways to refine your own client onboarding process, I hope this will be a valuable resource for you. You'll find all the templates below. As always, if you have any questions or just want to chat, leave a comment. I love when you do :) ~ Chloë

FREE TEMPLATE ACCESS:

Client Portal Template:

Notion Invite and Client Portal Access Email:

Free Notion Starter Kit (20 Templates)

#notion #onboarding #clientonboarding

RELATED VIDEOS:

Client Portal Template

Client Management Template

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About Me:
Hi, I’m Chloë. I provide digital systems, strategies, and support to online creators and freelancers so they can execute their mission, with ease. I do it because I believe everyone has a right to the education they need and because no one can grow their business alone. Nor should they have to. My specialties include Squarespace and Notion.

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Date: 1st March 2024
Sub Count: 4643 (Thank you!)

[LucasC]

Man, in my freelance world this stuff isn't covered. About a year ago I started asking about workflow. I got the same response, it felt like people thought I didn't know the job. I didn't know I was asking for pre-onboarding, onboarding, the client and buying experience. I actually found you when I stumbled onto Notion for crm. Had no clue what the was either!!! But looking up how to make a client portal led me to you and all of your content. This is just exciting and I appreciate what you give out for free. I'm still taking baby steps trying to piece your templates and a few others together. But, the fact that you give this out is almost insane and I just feel like I'm learning so much more about running my own freelance business. Thank you Chloë!

[humilityisavirtue]

Girl, you are amazing! Scripts are SO helpful with really grasping information and gaining understanding. Thank you!

[Chrisley]

hy chloe, the email invite says not available